1Y
+8.45%
3Y
-
5Y
-
Since Inception
+18.86%
Sharpe
0.33
Sortino
0.53
Max Drawdown
-19.87%
Volatility
24.51%
Alpha
+26.21%
provisional: short history
Beta
1.52
provisional: short history
Info Ratio
1.78
provisional: short history
Up / Down Capture
223 / 105
provisional: short history
NAV (last ~1 year)
Fund details
AMCMotilal Oswal
Fund manager-
Data from2024-11-25
AUM₹85 Cr (January - March 2026)
Expense ratio (Direct)0.79%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#17 of 356
Top 5%
3Y CAGR
-
5Y CAGR
-
Sharpe
#48 of 323
Top 15%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.